See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,852 | $49,177+133.6% | $79,464+44.5% | $64,186+78.9% |
| Participation rate | 93.6% | 65.0%+28.6pp | 73.3%+20.3pp | 69.6%+24.0pp |
| Annual return | -8.42% | -1.16%-7.3pp | 718.14%-726.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,076 | $2,076+144.5% | $2,800+81.2% | $2,381+113.2% |
| Participant deferral / active EE | $7,381 | $2,821+161.6% | $3,704+99.3% | $3,470+112.7% |
| Admin fee / account holder | $2,059 | $3,839-46.4% | $5,113-59.7% | $4,888-57.9% |